The investment objective of the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt, and other instruments to help investors meet their retirement goals.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Solution Oriented - Retirement Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -1.7% | -3.75% | -2.19% | -3.88% | -4.53% | -0.56% | 6.83% | N/A | N/A | N/A | 6.8% |
| Category returns | -3.55% | -4.38% | -1.23% | -2.11% | -3.78% | -0.86% | 9.13% | 10.87% | 7.97% | 10.68% | N/A |
| Absolute returns | -1.7% | -3.75% | -2.19% | -3.88% | -4.53% | -1.13% | 21.94% | N/A | N/A | N/A | 21.85% |
| Rank within category | 1/18 | 4/18 | 13/18 | 15/18 | 10/18 | 8/18 | 13/16 | N/A | N/A | N/A | N/A |
| Solution Oriented - Retirement Fund | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|
| Yearly returns | N/A | 12.76% | 6.62% | -5.45% |
| Q1 returns | N/A | 4.57% | -1.86% | -9.44% |
| Q2 returns | N/A | 7.4% | 6.6% | 7.52% |
| Q3 returns | N/A | 4.47% | -1.32% | -3.36% |
| Q4 returns | N/A | -3.89% | 3.28% | 0.48% |
Nil
| Alpha | 0.0146895 |
| Beta | 0.6382 |
| Sharpe Ratio | 0.0421473 |
| Sortino Ratio | 0.0743754 |
| R-Squared | 0.9109 |
| Tracking Error | 1.4866 |
| Downside Risk | 12.9258 |
| Std. Deviation (Annualised) | 8.3534 |
| Solution Oriented - Retirement Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Retirement Fund - Pure Equity Plan - Growth | -4.53% | -5.4% | -2.91% | -0.72% | -0.89% | 16.5% | 15.53% | N/A | 17.04% | 2,105.95 | 2.15 | 0.23 | Very High |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan - Growth | -4.88% | -5.15% | -2.32% | -2.03% | -1.04% | 14.3% | 11.81% | N/A | 13.61% | 1,267.94 | 2.50 | 0.21 | Very High |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth | -3.41% | -3.08% | 5.07% | 6.83% | 6.85% | 13.67% | 9.65% | N/A | 10.76% | 465.36 | 2.64 | 0.17 | Very High |
| Union Retirement Fund - Regular Plan - Growth | -4.22% | -5.21% | -1.69% | -1.14% | -2.19% | 10.01% | N/A | N/A | 11.63% | 206.52 | 2.69 | 0.12 | Very High |
| Tata Retirement Savings Fund Progressive Plan - Growth | -4.48% | -4.9% | 1.25% | 1.32% | -1.67% | 9.64% | 7.15% | 11.41% | 13.32% | 2,104.38 | 2.21 | 0.10 | Very High |
| Tata Retirement Savings Fund Moderate Plan - Growth | -3.94% | -4.18% | 1.29% | 1.33% | -1.22% | 9.29% | 7.31% | 10.66% | 13.27% | 2,115.04 | 2.18 | 0.10 | Very High |
| Axis Retirement Fund - Dynamic Plan - Regular Plan - Growth | -2.99% | -3.93% | -0.95% | -3.14% | -5.91% | 9.29% | 5.28% | N/A | 9.67% | 268.84 | 2.57 | 0.09 | Very High |
| Axis Retirement Fund - Aggressive Plan - Regular Plan - Growth | -2.37% | -4.02% | -1.61% | -3.81% | -5.86% | 8.6% | 4.39% | N/A | 8.69% | 665.98 | 2.50 | 0.08 | Very High |
| Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth | -3.3% | -3.65% | -2.16% | -2.86% | -4.44% | 8.38% | 6.63% | N/A | 8.41% | 109.90 | 2.42 | 0.08 | Very High |
| Bandhan Retirement Fund - Regular Plan - Growth Current | -1.7% | -3.75% | -2.19% | -3.88% | -4.53% | 6.83% | N/A | N/A | 6.8% | 174.49 | 2.55 | 0.04 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Total | 0.00% | ||
Mr.Gautam Kaul having 9 years of experience in Fixed Income Markets.
Viraj Kulkarni serves as a Senior Analyst and Fund Manager in the Equity Fund management team at Bandhan AMC. With a focus on sectors such as IT Services, Cement, and Building materials, he brings nearly a decade of sector-specific expertise and insights. Prior to joining Bandhan AMC, Viraj was associated with Franklin Templeton from May 2014 to September 2015 and had a tenure at Goldman Sachs from 2010 to 2012. His educational credentials include a Post Graduate Diploma in Management (PGDM), a Chartered Financial Analyst (CFA) certification, and a B. Tech degree in Electrical & Electronics.
Mr. Vishal Biraia joined Bandhan AMC Limited in June, 2023 in Fund Management. He was earlier associated with Max Life Insurance (June 2021 to May 2023) and Aviva Life Insurance (July 2018 - November 2021) as Research analyst and assistant fund manager. Prior to that, he was associated with Antique Stock Broking (January 2015 to July 2018)with primary responsibility of research and marketing Indian equities to FII’s and with Batlivala & Karani Securities (June 2007 to July 2014) as Research Analyst.
Get personalized portfolio management services designed to grow and protect your wealth.
ChatGPT
Claude
Perplexity
